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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,597 | $59,813-12.1% | $79,580-33.9% | $68,486-23.2% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.5%-27.4pp | 67.9%-25.8pp |
| Annual return | -14.30% | -12.30%-2.0pp | 0.15%-14.4pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,151 | $3,024-28.9% | $3,985-46.0% | $4,028-46.6% |
| Admin fee / account holder | $3,317 | $4,835-31.4% | $6,835-51.5% | $5,404-38.6% |